Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
UBS Group AG | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 24 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 15 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 17 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Parallax Volatility Advisers, L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Cutler Group LLC / CA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 10 |
Snowden Capital Advisors LLC | 8 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 9 |
SIMPLEX TRADING, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
BARCLAYS PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
STIFEL FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.03% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sigma Planning Corp | 7 | 7 | 0.03% | 0.07% | 0.18% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 4 | 3 | 0.00% | 0.19% | 0.39% | Q1 2021 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES & ASSOCIATES | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RFG Advisory, LLC | 6 | 6 | 0.16% | 0.24% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Aveo Capital Partners, LLC | 6 | 6 | 0.02% | 0.06% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.05% | 0.16% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Aft, Forsyth & Sober, LLC | 6 | 6 | 1.56% | 1.78% | 2.01% | Q2 2022 | Q3 2023 | 6 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 6 |
Simplicity Solutions, LLC | 6 | 6 | 0.04% | 0.10% | 0.17% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Security National Bank | 6 | 6 | 1.83% | 2.10% | 2.30% | Q2 2022 | Q3 2023 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.08% | 0.19% | Q2 2022 | Q3 2023 | 6 |
PCG Wealth Advisors, LLC | 6 | 6 | 1.88% | 2.52% | 3.20% | Q2 2022 | Q3 2023 | 6 |
Cambridge Advisors Inc. | 6 | 6 | 0.25% | 0.37% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 4 | 2 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 6 |
Prospera Financial Services Inc | 4 | 2 | 0.01% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Piscataqua Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 5 |
Quad-Cities Investment Group, LLC | 5 | 5 | 0.17% | 0.42% | 0.75% | Q3 2022 | Q3 2023 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.02% | 0.07% | 0.09% | Q1 2021 | Q1 2022 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
TSFG, LLC | 5 | 5 | 0.01% | 0.03% | 0.09% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Financial Partners Group, Inc | 5 | 5 | 0.06% | 1.53% | 2.23% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 4 |
American Portfolios Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Accel Wealth Management | 4 | 4 | 0.14% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Bensler, LLC | 4 | 4 | 1.36% | 1.43% | 1.50% | Q2 2022 | Q1 2023 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Walkner Condon Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 4 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 0.17% | 0.39% | 0.51% | Q1 2023 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Peterson Wealth Services | 3 | 3 | 0.08% | 0.14% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
PARK NATIONAL CORP /OH/ | 3 | 3 | 0.08% | 0.14% | 0.17% | Q2 2023 | Q4 2023 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 3 |
RiverTree Advisors, LLC | 2 | 1 | 0.31% | 1.56% | 2.22% | Q2 2022 | Q1 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
SUTTON PLACE INVESTORS LLC | 3 | 3 | 0.27% | 0.31% | 0.33% | Q4 2021 | Q2 2022 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Global Assets Advisory, LLC | 3 | 3 | 0.40% | 0.44% | 0.52% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.13% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Ignite Planners, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2022 | Q3 2022 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.68% | 0.69% | 0.71% | Q2 2022 | Q3 2022 | 2 |
Triumph Capital Management | 2 | 2 | 0.14% | 0.39% | 0.63% | Q2 2022 | Q3 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
SFG Wealth Management, LLC. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Monument Capital Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SFI Advisors, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2021 | Q4 2021 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
StoneX Group Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
ODonnell Financial Services, LLC | 1 | 1 | 5.33% | 5.33% | 5.33% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHANGE TRADED FD or have owned FIRST TR EXCHANGE TRADED FD in the past.